Walter Dupre is a CFA-designated registered investment advisor at Buckhead Capital Management, LLC, based in Atlanta, GA, with 22 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 194 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Schedule is for Value Equity, Diversified Value, and Balanced Accounts. Management fees and minimum account size are negotiable. For Intermediate & Core Fixed Income: .45% of market value on the first $10 million, .30% of the market value on the next $40 million, . 18% of market value on the next $50 million, and .14% of the market value of the remaining portfolio. For Short Duration Fixed Income: .25% of market value on the first $10 million, .20% of the market value on the next $40 million, .15% of market value on the next $50 million, and .10% on the market value of the remaining portfolio.
Fee Estimator
Location
3100 Cumberland Boulevard, Suite 1450, Atlanta, GA, 30339-5995
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Buckhead Capital Management, LLC
State Registrations1 state
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